Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ingham Retirement Group's fees for investment supervisory services and portfolio management generally range from 0.05% to 1.00% of assets under management. A minimum of $100,000 is generally required for these services, but this may be negotiable. Financial planning fees are calculated on an hourly basis, ranging from $175 to $250 per hour, or on a fixed fee basis, typically ranging from $1,500 to $5,000, depending on the specific arrangement.
Areas of Practice
Advisor Information
Office location
5200 Maryland Way, Brentwood, TN, 37027
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is an insurance agent with First Protective since 2011, dedicating minimal time to this role. He also works with ProEquities Inc. as an investment advisor and sells life insurance, spending about 10-20% of his time on these activities.